

Lofty + SignRequest Integration
Integrate Lofty to SignRequest in one click, or tell Integrately AI how you want each lead handled. Send agreements, track signing status, update your CRM, and trigger follow-ups automatically.
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Ready Workflows for Lofty + SignRequest Integration
Send agreements from leads, track views and signatures, update records, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Lofty + SignRequest flow
Log documents, notify teams, and manage client communications across your entire tech stack once agreements are signed. Pick a combination and activate it in one click.


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Google Sheets (5)
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Mailchimp (4)
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Gmail (4)
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Google Calendar (4)
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Calendly (3)
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Slack (4)
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Send a SignRequest for every new Lofty lead, and log the agreement details in Google Sheets
New Lofty leads trigger an instant SignRequest, and every transaction gets logged in Google Sheets without manual data entry.
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When a SignRequest document is signed, update the lead in Lofty and record it in Google Sheets
Signed documents automatically update your Lofty lead records and populate your Google Sheets tracking log.
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When a Lofty lead pipeline stage changes, send a template agreement and log it in Google Sheets
Pipeline shifts in Lofty trigger template agreements in SignRequest while updating Google Sheets in real time.
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If a SignRequest is declined, update the Lofty transaction and log the status in Google Sheets
Declined agreements automatically update your Lofty transaction records and note the status in Google Sheets.
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Use ChatGPT to summarise signed agreement details, update Lofty leads, and log them in Google Sheets
Extract agreement notes with ChatGPT, update your Lofty lead records, and save structured summaries in Google Sheets.
Supported triggers and actions for Lofty and SignRequest
Mix and match to build the exact automation you need

Lofty Triggers & Actions
Instant
Transaction is created or updated in Lofty
Triggers the automation when a transaction is created or updated
Try it → Instant
Lead is created or updated in Lofty
Triggers the automation when a lead is created or updated
Try it → Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
Try it → What can you automate with Lofty + SignRequest?
Streamline your real estate operations by connecting lead creation, document signing, and transaction updates into a single automated workflow.
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Send SignRequests from new Lofty leads automatically
Trigger an electronic signature request the moment a lead is created or updated in Lofty. Eliminate manual document preparation and speed up client onboarding.
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Capture every lead and transaction detail
Map available Lofty lead data and transaction attributes directly into your connected spreadsheets or CRM records. Maintain accurate logs without manual copying.
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Alert your team the second agreements are signed
Send instant notifications to your Slack channel or email inbox when clients view, sign, or decline documents. Keep agents informed in real time.
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Route agreements based on pipeline stages
Send custom document templates depending on whether a lead pipeline stage changes or a specific transaction type is created in Lofty.
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Keep records updated as signing status changes
Automatically update lead stages and transaction records in Lofty whenever documents are signed or declined in SignRequest.
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Search and update existing records safely
Find existing leads and update their contact information or transaction status instead of creating duplicate entries across your platforms.
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Handle declined documents and trigger follow-ups
Automatically update transaction statuses and notify your support team when an agreement is declined, allowing for immediate re-engagement.
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Extend your workflow with popular apps
Connect Google Sheets, Gmail, Slack, or Mailchimp to your core Lofty and SignRequest flow for comprehensive document and lead management.
And much more...
Who is Lofty + SignRequest integration for?
Real estate agents, transaction coordinators, and sales managers use this integration to automate document signing, eliminate manual data entry, and close deals faster.
Real estate analysts
Transaction coordinators
Client success managers
High-volume real estate agents
Operations managers
Compliance officers
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Real estate analysts
You're tracking property deals across multiple platforms but your reporting sheets only update when someone manually exports records, so the metrics you review are always a few hours behind — with this integration, every new lead and agreement lands in your sheet instantly and your data stays current.
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Transaction coordinators
You need to dispatch agreements immediately when a client enters the pipeline, but manual email drafting means paperwork often goes out hours too late — automating both apps means every new lead triggers a SignRequest instantly so nothing slips through the cracks.
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Client success managers
You answer to buyers and sellers who expect fast updates on their contract status, but tracking signatures across disparate tools creates frustrating communication gaps — with this integration, every signed document updates your CRM and notifies your team without manual checking.
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High-volume real estate agents
The volume of incoming leads and client paperwork is too high for anyone to keep up with by hand, leading to missed follow-ups and delayed closings — connecting these apps means every transaction and lead automatically initiates document signing and record updates.
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Operations managers
You own the closing pipeline and depend on sales agents to hand over complete lead details before contracts can be sent, causing constant administrative delays — this integration means lead creation in Lofty immediately triggers the required SignRequest and downstream tasks.
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Compliance officers
You need a reliable history of every agreement sent, viewed, and signed, but manual record-keeping always leaves audit gaps and missing timestamps — automating both apps ensures every transaction, lead change, and document event is accurately logged from start to finish.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Lofty + SignRequest
Build and manage your Lofty + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lofty + SignRequest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Lofty + SignRequest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Lofty to SignRequest?
You can connect Lofty to SignRequest in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Google Sheets, Slack, and Gmail.
Can I automatically send a SignRequest when a new lead is created in Lofty?
Can I connect Lofty, SignRequest, and Google Sheets?
What is a good Zapier alternative for Lofty and SignRequest?
How does Lofty handle data when connecting with SignRequest?
Can SignRequest update my Lofty lead pipeline automatically?
Do I need coding skills to automate Lofty and SignRequest?
Is the Lofty and SignRequest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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